Banking Specialist II - Teller/CSR

Socket.dev; Perry Hall (MD); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability

Short-term disability

Life and AD&D insurance

Flexible spending account

Dependent care spending account

Employee stock purchase plan

401(k)/profit-sharing program

Paid time off

Paid holidays

Paid parental leave

Employee service recognition

Job summary

Orrstown Bank is seeking a Banking Specialist II to serve as a primary representative for the financial center, handling client requests and new accounts with a focus on service quality and risk controls.

The role emphasizes strong conversation skills, discovery with clients, and maintaining effective partner relationships to meet goals while ensuring accurate teller operations and branch support.

Qualifications

• A high school diploma or equivalent.
• Minimum 1 year experience in related banking positions.
• NMLS Registry required post hire.

Responsibilities

• Support quarterly and annual goals through client conversations and financial need exploration.
• Identify sales and service to sales opportunities.
• Engage in outbound calling activities to clients to support strategies.
• Perform teller transactions accurately and balance cash drawer as needed.
• Assist with branch opening and end‑of‑day processes.
• Demonstrate proficiency with operating systems for new accounts and service transactions.
• In absence of Branch Executive Officer, oversee branch tasks like vault, cash shipments, and ATM cash management.
• Mentor new associates through onboarding and job shadowing.

Skills

Banking knowledge

Communication

Cross-selling

Attention to detail

Teamwork

Security procedures

Problem solving

Financial software familiarity

Education

High school diploma or equivalent

Tools

Financial software

Job description

About the Role:

The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist II will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Minimum Qualifications:

• A high school diploma or equivalent.
• A minimum of one (1) year experience in related banking positions.
• NMLS Registry required post hire.

Preferred Qualifications:

• Bank product and services training.
• Familiarity with financial software.

Responsibilities:

• Through active engagement in client conversation and financial need exploration, supports achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
• Identify sales and service to sales opportunities.
• Supports all marketing and sales strategies through active engagement in outbound calling activities to clients.
• Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed.
• Assists with branch opening and end-of-day processes.
• Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management.
• In the absence of the Branch Executive Officer, assumes responsibility of required operational tasks such as oversight of the branch vault, weekly cash shipment tasks, and ATM cash management.
• Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
• Responsible for understanding the Bank’s BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
• Satisfactorily completes all required annual regulation, sales and service training.

Skills:

Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures.

Benefits:

At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.

• Medical insurance
• Dental insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance
• Flexible spending account
• Dependent care spending account
• Employee stock purchase plan
• 401(k)/profit-sharing program
• Paid time off
• Paid holidays
• Paid parental leave
• Employee service recognition